+163.0%
TRV vs MNDY
-50.8%
+213.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | +0.1% |
| 7D | -1.8% | -12.5% | +10.7% | -1.6% |
| 30D | -2.1% | -2.6% | +0.5% | -2.1% |
| 3M | +21.2% | +4.2% | +16.9% | +21.0% |
| 6M | +22.0% | +9.8% | +12.3% | +21.7% |
| YTD | +27.7% | -42.3% | +70.0% | +28.2% |
| 1Y | +36.6% | -54.5% | +91.1% | +37.4% |
| 3Y | +141.1% | -50.3% | +191.3% | +143.2% |
| 5Y | +157.6% | -77.1% | +234.7% | +156.3% |
| All | +163.0% | -50.8% | +213.8% | +180.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling